WisdomTree India Earnings Fund ETF

EPI

Market cap $2.66B

Indian ETFs jump after the United States pledges to cut tariffs on Indian goods to 18%, boosting sentiment and sparking a sharp rally in local markets.

Making its debut on 02/22/2008, smart beta exchange traded fund WisdomTree India Earnings ETF (EPI) provides investors broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.

Rupee's record slide to 92 per USD puts ETFs like EPI in focus as investors weigh currency risk against India's upgraded growth outlook.

At the same time developed markets have been generating policy and macro noise, emerging markets have been quietly outperforming. The inextricable relationship between the direction of U.S. monetary policy and emerging market risk assets remains powerful, but this time the rally is not just about the Fed.

Despite tariff worries and equity outflows, India's growth story makes its ETFs a compelling play.

The WisdomTree India Earnings Fund (NYSEARCA:EPI) solves a key problem for investors seeking India exposure: accessing one of the world's fastest-growing major economies without overpaying for growth stocks that may never deliver earnings.

The MSCI Emerging Markets Index entered Monday with a year-to-date gain of nearly 31%. India stocks, which represent the third-largest allocation in that gauge, have been overt disappointments.

Emerging markets equity returns have been driven by extreme mega-cap concentration, with index breadth collapsing to historic lows and masking weakness across much of the opportunity set. This concentration has distorted relative results for active managers, particularly those constrained by diversification rules or broad benchmarks, as small-cap underperformance and index construction limit flexibility.

India ETFs, like INDY and FLIN, draw fresh attention as the country's stock market rallies on the RBI's latest rate cut.

Making its debut on 02/22/2008, smart beta exchange traded fund WisdomTree India Earnings ETF (EPI) provides investors broad exposure to the Asia-Pacific (Emerging) ETFs category of the market.